Why is Estate Planning Needed if the Estate Tax Exemption is Over $5 Million?

Estate planning involves far more than just avoiding estate taxes. Estate planning is needed while you are alive, not just upon death. It is needed for the young, the elderly, single and married individuals. Learn More...

"Debbie is thorough, explains all pertinent options well, and is quite knowledgeable in her field of expertise."

W.W. and J.W.

What our experience is all about...

We work with our clients to develop estate plans that are unique to them and that carry out their goals and wishes. We explain your options and design your plan around your goals. For those who need help with tax planning, past due taxes, tax controversy work, probate or trust administration, we are caring, compassionate and competent. With solid planning, you can have peace of mind for generations to come.